Funeral Plan Arranger

Co-op Group; Falkirk; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Discounts on Co-op products and 23–32

23 days holidays

Pension contributions

Employee Assistance Programme

Virtual GP

Eye tests

Career development opportunities

Community benefits

Job summary

Co-op Funeralcare in Falkirk is seeking a Funeral Plans Advisor to guide clients through funeral plan options and compliant choices, while arranging diary slots and face-to-face visits.

You will keep accurate records, work with branch teams, and travel to client meetings, delivering compassionate service in a regulated environment. A full UK driving licence and access to a vehicle are essential, and FCA training supports your development.

Qualifications

• Full UK driving licence and access to a vehicle.
• Experience in client-facing roles advantageous but not required.
• Excellent communication skills with ability to build relationships.
• Attention to detail and accuracy to follow policies.
• Excellent admin and organisational skills, diary management, travel to client meetings.
• Proficient with IT systems including Outlook and Teams.
• High levels of empathy, discretion, and care; strong listening skills.
• Passion for delivering great service and helping clients.

Responsibilities

• Provide clients with expert guidance on funeral plans and options.
• Manage your diary, make and receive calls, arrange face-to-face visits, and follow up on enquiries.
• Keep accurate records in line with policies and regulations.
• Work closely with branch teams, guiding enquiries and supporting admin tasks.

Skills

Driving licence

Communication

Attention to detail

Organisation

Empathy

Sales experience

Client service

Tools

MS Office

Job description

Full time, 37.5 hours per week, Monday-Friday, 9am-5pm.

Covering Falkirk, Alloa, Bathgate, Bridge of Allan, Coatbridge, Dundee Arbroath Road, Falkirk, Grangemouth, Grantham, Kilsyth, Kirkintilloch, Livingston, Mitcham, Perth , Stirling

You'll need a full UK driver's licence and access to a vehicle for this job.

Please note all positions within Funeralcare can involve direct physical contact with the deceased as part of normal duties - the amount of contact will differ dependant on role applied for.

Please carefully consider your comfort levels with these responsibilities before applying.

At Co-op Funeralcare, we take pride in helping families say the perfect goodbye to loved ones.

What you'll do

• Provide clients with expert guidance on funeral plans, helping them to understand their options and plan their perfect service, in line with guidelines and regulations
• Manage your own diary, making and receiving calls with clients or arranging face -to-face visits, as well as follow up on any enquiries you've received
• Keep accurate records in line with policies and regulations, making sure all client documentation is managed safely, with discretion, and in a timely manner
• Work closely with the branch teams, providing guidance and support on funeral plans enquiries, as well as support with any admin work when required.

What you'll bring

• Full UK driving licence and access to a vehicle
• Ideally worked in sales, customer service, financial services and other client facing roles where you've supported a client in purchasing the correct product to serve their needs. This experience would be advantageous, but not required
• Excellent communication skills, with the ability to build meaningful relationships with clients, colleagues, and the local community
• A keen eye for detail and accuracy, to make sure regulatory policies and processes are always adhered to
• Excellent admin and organisational skills, with the ability to work on your own and manage your diary, as well as travel to client meetings and support the branch teams when necessary
• Confident using IT systems and Microsoft Office packages, including Outlook and Teams
• High levels of empathy, discretion, and care; with strong listening skills and the ability to carefully follow and understand client's needs in a time of vulnerability
• A passion for delivering great service and providing good outcomes for clients

Why Co-op?

At Co-op, we're owned by our members. And because we're owned by you, we can do right by you. So when you join us, you're not just taking a job, you're joining a movement. We're an organisation that puts people and communities first, and we're powered by purpose. We want this to be a place where you can thrive, so you'll also receive:

• 30% off Co-op branded products and 10% off other brands in our food stores all year-round as well as discounts on other Co-op products and services
• 23 days holidays (pro rata, rising with service)
• a pension with up to 10% employer contributions
• access to our Employee Assistance Programme which offers confidential advice and support on anything you're struggling with, 24 hours a day
• access to virtual GP and free eye tests
• endless career development opportunities including apprenticeships
• friendly, supportive team and the knowledge that you make a huge difference to your community
• access to Stream - a money management app that gives you access to a percentage of your pay as you earn it.

A place you'll belong

We're building diverse and inclusive teams that reflect the communities we serve. We welcome applications from everyone and are committed to creating a workplace where colleagues can feel like they belong, supported by our inclusive policies and the ways we work.

We're proud to be part of the Disability Confident scheme and offer interviews to disabled candidates who meet the minimum criteria for a job. If you need any adjustments during the recruitment process, we'll support you.

Learn more about our recruitment process at Your Co-op Application Journey and our inclusion commitments at Diversity and inclusion at Co-op

If you're successful in your application, we'll perform some background checks as part of our pre-employment screening process. These will include a DBS (disclosure and barring service) and adverse media checks, and an occupational health questionnaire (to ensure you are fit to perform the role). We'll also check your social media activity on platforms like Facebook, Twitter and Instagram.

In this role you'll work under FCA regulation - we'll provide you with all the training you need to become a 'certified colleague'.

To make sure you're eligible to advise clients on 'pre-need' funeral plans as a 'certified colleague', we'll perform FCA (Financial Conduct Authority) and financial integrity checks. These aim to identify financial sanctions such as CCJs (county court judgements) or bankruptcy. Your credit score will not be checked as part of this process.

Any offer of employment made will be conditional upon the completion of pre-employment screening checks.

We reserve the right to remove a vacancy before the scheduled closing date.